Lookup only inactive records

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Posted on by Ryan Maclean

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I would like to include a lookup on a custom entity that only shows Opportunities that have been closed as lost. Is there any supported way of achieving this?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I believe you can do that. Add a relationship to create a lookup to opportunity and add JavaScript to prefilter records providing only inactive opportunities as a result - www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter

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prt33k 6,907 on at

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Hi Ryan,

There is OOB view for Lost Opportunity. You can select that view in you lookup in form. Something like this:

however this will not restrict it and user can change the view. If you want that to be restricted then use addcustomview

https://community.dynamics.com/crm/b/powerxrmblog/archive/2016/06/13/lookup-filtering-using-addcustomview

Thanks,

Prateek

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Ryan Maclean 3,070 on at

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Thanks Prateek, I should have thought of that!

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